Odoo All Data Import Excel/CSV

At Pragmatic, we have developed apps where user can import multiple data into Odoo very easily.

The app supports both le formats i.e. Excel and CSV. This makes it easy for the user to import data
into the system

Following data can be imported in Odoo from Excel/CSV le.

Customer data
Supplier data
Product data
Sale order data
Purchase order data
Invoice data
Bill of Materials data
Accounts data
Journal entry data
Bank Statements data
Inventory info
Picking info
 Payment info

Import Contact Data

For importing Contacts,

Go to Sales app-> Orders->Import Partners

2. After clicking on Import Partner, user will see a new window as shown
below

In this window, user can select the type of the le i.e. CSV or XLS le.

In CSV/Excel le user can insert following data elds:-

NAME [Mandatory eld]

TYPE
PARENT
STREET
STREET 2
CITY
STATE ZIP
 COUNTRY
WEBSITE
PHONE
MOBILE
EMAIL
Contact
VENDOR
SALESPERSON
INTERNAL REFERENCE
Contact PAYMENT TERMS
VENDOR PAYMENT TERMS

3. Operation type.

If user want to create new Contacts in Odoo then select Create partner
If user want to update existing Contacts in Odoo then select Update parter

Then Upload required le just by clicking on Upload le button and it’s done.
After uploading the le user can see the Contact details have been imported to Odoo as follows
Import Invoices Data
For importing Invoices,

1. Go to Invoicing app-> Customers->Import Invoices

2. After clicking on Import Invoices you will see a new window as shown below.
A. In above window you can select the type of the le i.e. CSV or XLS le.
b.Choice:-
Select Customer for creating customer invoices.
Select Supplier for creating supplier invoices
C.Invoice Stage available:-

Import Invoices in Draft Stage

If you want to automatically con rm the purchase order after importing then please select this
option.

D. Select Account:-
There are two options:-

Select Odoo default account from product con guration. If you select this option don’t add
account numbers in CSV/Excel.
Use account numbers in CSV. If you select this option add account numbers in CSV/Excel le.

In CSV/Excel le you can insert following data elds:-

INVOICE ID NUMBER
PARTNER [Mandatory eld]
PRICELIST
PRODUCT [Mandatory eld]
QUANTITY [Mandatory eld]
UOM [Mandatory eld]
DESCRIPTION
PRICE [Mandatory eld]
CURRENCY
TAX
DATE [Mandatory eld]
E. Then Upload required le just by clicking on Upload le butto

F. Sequence Available :-

You can use the sequence number available in Excel/CSV le

Or you can use the Odoo default sequence numbers.

After uploading the le, you can see the invoices details have been imported to Odoo as follows.

It is very simple to use and operations are fast paced.

Import Product Data

For importing product
1. Go to Sales app-> Orders->Import Products

2. After clicking on Import Product, user will see a new window as shown belo

In this window, user can select the type of the le i.e. CSV or XLS le
In CSV/Excel le user can insert following data elds:-

NAME [Mandatory eld]

INTERNAL REFERENCE
CATEGORY [Mandatory eld]
TYPE [Mandatory eld]
BARCODE
UOM [Mandatory eld]
PURCHASE UOM [Mandatory eld]
SALE PRICE [Mandatory eld]
COST PRICE
WEIGHT
VOLUME
3. Operation type.

If user want to create new products in Odoo then select Create product
If user want to update existing products in Odoo then select Update product

Then Upload required le just by clicking on Upload le button and it’s done.

After uploading the le user can see the product details have been imported to odoo as follows.

Import Sale Order Data

For importing sale orders,
1. Go to Sales app-> Orders->Import Sale Order
2. After clicking on Import Sale order you will see a new window as shown below.

In this window you can select the type of the le i.e. CSV or XLS le.

In CSV/Excel le you can insert following data elds:-

ORDER NUMBER
CUSTOMER [Mandatory eld]
PRICELIST
PRODUCT [Mandatory eld]
QUANTITY [Mandatory eld]
UOM [Mandatory eld]
DESCRIPTION
PRICE [Mandatory eld]
SALESPERSON
TAX
DATE [Mandatory eld]
3. Quotation State available:-

Import Quotation in Draft Stage

If you want to automatically con rm the quotation after importing then please select this
option.

4. Then Upload required le just by clicking on Upload le button

5. Sequence Available :-

You can use the sequence number available in Excel/CSV le

Or you can use the Odoo default sequence number

After uploading the le you can see the sale order details have been imported to Odoo as follows.
 It is very simple to use and operations are fast paced. Similarly other objects such as Purchase order
data, Invoice data, Bill of Materials data, Accounts data, Journal entry data, Bank Statements data,
Inventory info, Picking info and Payment info can be imported in Odoo with the help of the apps
developed at Pragmatic.

Attract, Retain, and Delight more customers with CRM and Sales in Odoo
(https://blog.pragtech.co.in/sales-crm-odoo/)

Odoo Project Scheduler / Gantt View (https://blog.pragtech.co.in/odoo-project-scheduler-gantt-

view/)

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